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  2. SAMARITAN MEDICAL CENTER
Sponsor portfolioTH

SAMARITAN MEDICAL CENTER

EIN 15-0533577-hospital & health care-Latest filing 2025
Plans
6
Retirement
4
$303.8M assets
Welfare
2
$1.5M premiums
Participants
7,509
830 WASHINGTON STREET - WATERTOWN, NY 13601315-785-4000samaritanhealth.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
6 filings
#004401k-$209.6M - 3,001 part#003TraditionalDB-$72.9M - 723 part#006403b-$10.8M - 2,340 part#002TraditionalDB-$10.5M - 256 part#509Mixed-$1.4M - 2,682 lives#507Mixed-$113K - 99 lives

Retirement portfolio analytics

4 plans aggregated / $303.8M assets / 6,320 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • HOME RETIREMENT PLAN (#004)69%
  • NURSING HOME, INC. (#003)24%
  • KEEP HOME 403(B) (#006)4%
  • NURSING HOME, INC. (#002)3%
Total $303.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOME RETIREMENT PLAN (#004)3,001
  • KEEP HOME 403(B) (#006)2,340
  • NURSING HOME, INC. (#003)723
  • NURSING HOME, INC. (#002)256
Total 6,320Click row to drill in

Benefits portfolio analytics

2 plans / $1.5M premiums / 2,781 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Vision$117K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • AFLAC7%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • ONEGROUP NY INC51%
  • JAMES R NELLIGAN & ASSOCIATES LLC39%
  • BRIAN D. PHELPS6%
  • KENNETH M. TRAWICK2%
  • JOSEPH P CALARCO1%
  • +3 more
Total $195K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SAMARITAN MEDICAL CENTER/SAMARITAN KEEP NURSING HOME RETIREMENT PLAN

401k

Assets$209.6M
Participants3,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RETIREMENT PLAN FOR REGISTERED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTERS & SAMARITAN KEEP NURSING HOME, INC.

TraditionalDB

Assets$72.9M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SAMARITAN MEDICAL CENTER/SAMARITAN KEEP HOME 403(B) PLAN

403b

Assets$10.8M
Participants2,340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC.

TraditionalDB

Assets$10.5M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SAMARITAN MEDICAL CENTER HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives2,682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

SAMARITAN MEDICAL CENTER HEALTH AND WELFARE PLAN

Mixed - AFLAC

Premiums$113K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004SAMARITAN MEDICAL CENTER/SAMARITAN KEEP NURSING HOME RETIREMENT PLAN401k$209.6M3,0012024
003RETIREMENT PLAN FOR REGISTERED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTERS & SAMARITAN KEEP NURSING HOME, INC.TraditionalDB$72.9M7232024
006SAMARITAN MEDICAL CENTER/SAMARITAN KEEP HOME 403(B) PLAN403b$10.8M2,3402024
002RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC.TraditionalDB$10.5M2562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SAMARITAN MEDICAL CENTER HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.4M2,6822025
507SAMARITAN MEDICAL CENTER HEALTH AND WELFARE PLANMixedAFLAC$113K992025
Retirement plans
Welfare plans
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